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iShares S&P MidCap 400 Index shares owned by Affinity Capital Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Affinity Capital Advisors from 13F filings

Historical chart of Affinity Capital Advisors investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Affinity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Affinity Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 112k 62.32
2024-03-31 $6.1M 100k 60.74
2023-12-31 $4.2M 15k 277.15
2023-09-30 $3.0M 12k 249.35
2023-06-30 $234k 896 261.47
2023-03-31 $269k 1.1k 250.17
2022-12-31 $260k 1.1k 241.87
2022-09-30 $226k 1.0k 218.78
2022-06-30 $236k 1.0k 226.49
2022-03-31 $277k 1.0k 268.67
2021-12-31 $291k 1.0k 282.80
2021-09-30 $301k 1.1k 262.88
2021-06-30 $286k 1.1k 268.54
2021-03-31 $288k 1.1k 260.16
2020-12-31 $254k 1.1k 229.45
2020-09-30 $246k 1.3k 185.38
2020-06-30 $235k 1.3k 177.49
2019-12-31 $347k 1.7k 205.81